West Branch Capital’s Goldman Sachs GS Stock Holding History

West Branch Capital’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Buy	1,423 +128	+10%	+$125K	0.33%	42
2026 Q1	$1.1M	Buy	1,295 +479	+59%	+$427K	0.29%	48
2025 Q4	$717K	Sell	816 -139	-15%	-$113K	0.18%	51
2025 Q3	$761K	Buy	955 +881	+1,191%	+$653K	0.2%	52
2025 Q2	$52.4K	Hold	74	–	–	0.02%	140
2025 Q1	$40.4K	Buy	74 +13	+21%	+$7.82K	0.01%	164
2024 Q4	$34.9K	Hold	61	–	–	0.01%	178
2024 Q3	$30.2K	Buy	+61	New	+$29.8K	0.01%	193
2023 Q3	–	Sell	-39	Closed	-$12.4K	–	446
2023 Q2	$12.4K	Hold	39	–	–	0.01%	266
2023 Q1	$12.6K	Hold	39	–	–	0.01%	269
2022 Q4	$13.2K	Hold	39	–	–	0.01%	262
2022 Q3	$11K	Hold	39	–	–	0.01%	275
2022 Q2	$11K	Hold	39	–	–	0.01%	269
2022 Q1	$13K	Hold	39	–	–	0.01%	269
2021 Q4	$15K	Buy	+39	New	+$15.4K	0.01%	288
2021 Q3	–	Sell	-200	Closed	-$76K	–	439
2021 Q2	$76K	Buy	+200	New	+$71.6K	0.04%	163
2019 Q1	–	Sell	-2,228	Closed	-$372K	–	85
2018 Q4	$372K	Sell	2,228 -4,578	-67%	-$924K	0.39%	53
2018 Q3	$1.53M	Sell	6,806 -188	-3%	-$43.7K	1.13%	28
2018 Q2	$1.54M	Sell	6,994 -616	-8%	-$147K	1.22%	28
2018 Q1	$1.92M	Buy	+7,610	New	+$1.98M	2.1%	13

Other funds holding GS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

West Branch Capital's GS Position: Q2 2026 in Review

West Branch Capital increased its Goldman Sachs (GS) stake by 9.9% in Q2 2026, buying an estimated $125K and bringing the position to 1,423 shares worth $1.44M. The position accounts for 0.33% of the portfolio, ranked #42.

West Branch Capital first reported a position in GS in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.92M in Q1 2018. 1,456 funds tracked by Wall St. Rank hold GS as of Q2 2026.

West Branch Capital held 1,423 shares of Goldman Sachs worth $1.44M as of Q2 2026.
West Branch Capital bought 128 Goldman Sachs shares in Q2 2026, an estimated $125K.
Goldman Sachs made up 0.33% of West Branch Capital's portfolio in Q2 2026, its #42 holding.
West Branch Capital first reported a position in Goldman Sachs in Q1 2018 and has held it in 20 quarters since.
West Branch Capital's Goldman Sachs position peaked at $1.92M in Q1 2018.
1,456 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.